Who We Serve
“That’s me.” In one scroll.
Mike works with growing Los Angeles business owners — roughly $250K to $1M+ — who want a proactive partner, not a once-a-year preparer. Find your situation, find your industry, and see if this is your room.
By situation
Where does it pinch?
Every engagement starts where you actually are. Five doors in — each one leads to the matching operation.
“I’m starting up — or restructuring — and the entity question is real.”
LLC, S-Corp, partnership? Salary vs. distributions? Get the foundation right the first time — or fix the one you have.
÷ Entity & Compensation Strategy →“I’m profitable — and pretty sure I’m overpaying in taxes.”
You probably are. Proactive, year-round planning finds it before the year closes, while the number can still move.
− Tax Planning & Preparation →“I’ve outgrown my bookkeeper. I need someone who reads the road ahead.”
Margins, cash flow, forecasts, decisions — the CFO lens without the CFO payroll line.
× Financial Analysis & Advisory →“My books exist… but nobody senior ever looks at them.”
Senior review, oversight, and systems guidance — so the numbers you run on are numbers you can trust.
+ Accounting Advisory →“The IRS sent a letter and my stomach dropped.”
Breathe. Notices, audits, back taxes — handled calmly by someone who’s seen thirty years of them.
Talk to Mike first →“Honestly, I just know I need better than what I have.”
That’s what the free 15 minutes are for. No pressure, no jargon — just a straight read on your situation.
= Book the free discovery call →By industry
People like you. Businesses like yours.
Thirty years across consumer products, healthcare, entertainment, retail, and professional services — breadth most local CPAs can’t offer, focused on LA’s working owners.
Licensed Professionals
Therapists, attorneys, consultants, psychologists — practice owners with self-employment complexity and no time for it.
Marketing & Creative Agencies
Multi-entity structures, contractor-heavy teams, variable revenue — growth-stage complexity Mike knows from the inside.
Entertainment Industry
Producers, writers, talent, production companies — irregular income, loan-out structures, California-specific issues.
Healthcare Practitioners
Independent and group practices — billing complexity, entity structure, and compensation planning done right.
Entrepreneurs & Founders
Owners at the $300K–$1M+ stage who need a strategic advisor built to scale with them.
Service Businesses
Legal, consulting, staffing, real estate — professional service firms in growth or transition.
The mindset filter
Revenue matters. Mindset matters more.
The real question isn’t your top line — it’s whether you see your CPA as a strategic partner or a commodity vendor.
+The right fit
- Sees their CPA as a strategic partner in the business
- Wants year-round access — and actually uses it
- Open to advice beyond the return: structure, comp, growth
- Came up through corporate, or is building something real
- Ready to invest in expertise that pays for itself
−Not the fit
- Simple W-2 filing with nothing else going on
- Shopping three CPAs on price alone
- Wants April contact and silence the rest of the year
- Resists advice — compliance only, thanks
- Below $250K with no growth ambitions (yet — come back!)
Honest by design: if the right column is you today, Mike would rather tell you that in 15 free minutes than sell you something you don’t need. And when you grow into the left column — the door’s open.
Proof
Owners who made the switch.
“Working with Michael was a great experience. He was approachable, patient, and incredibly helpful, making a complicated process feel much more manageable. His professionalism and attention to detail gave us confidence every step of the way. I’d gladly recommend him to anyone in need of trusted tax support.”
— Sean B. · more client stories on the way
= The bottom line
Not sure if we’re a fit? Find out in 15 minutes.
A relaxed conversation about your business — and a straight answer, both ways. The word “free” means free.
Step one
The Free Discovery Call
15 minutes. Your business, your questions, straight answers — and if it’s a fit, exactly what your first 90 days would look like.
= no cost · no obligation · no jargon
Prefer to write first?
Tell Mike what’s going on. He reads every message himself — same-day or next-day response.
Thanks— message received.
Mike reads these himself. Expect a same-day or next-day reply — that’s the standard, not a favor.
Rather talk it through? (310) 773-1964
Fit FAQ
Questions of fit.
Do you only work with businesses over $250K?
That’s the focus — it’s where advisory depth genuinely pays for itself. But mindset matters more than the number: a growth-minded owner just below it can absolutely be a fit. Book the free call and ask.
Do you take individual clients without a business?
Yes — primarily owners, their families, and referrals, where the personal return connects to a bigger picture: K-1s, RSUs, rentals, multi-state. Simple W-2-only returns aren’t the focus.
My industry isn’t listed. Am I out?
Not at all. Thirty years across consumer products, healthcare, entertainment, retail, and professional services means very few business models surprise Mike. The segments above are where he works most — not a wall.
We’re not in LA. Does that matter?
No — Mike is West Hollywood–based and works with clients across Los Angeles, Southern California, and remotely. California-specific expertise travels well.